Invoice Templating Improvement

Hi @edvanture,

s it possbile to get a shortcode like the ##INVOICE-CUSTOMER-INFO## to create the delivery address (if registered) as well? At the moment there seem to be no option for reading out this data to the invoice.

I’m not sure what you mean by ‘delivery address’ in this context. Do you mean the main address you can assign to a Contact by default, or something else?

The main address IS normally used on invoices by default:

Screenshot Link: https://cloudup.com/cvL8ALEgZnH

In any case, it’s always possible to create your own placeholders with custom fields. ?? Please see:

https://kb.jetpackcrm.com/knowledge-base/placeholders-in-emails-quote-templates-invoices-etc/

https://kb.jetpackcrm.com/knowledge-base/how-to-use-custom-fields-in-jetpack-crm/

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##INVOICE-DATE## and the due date: ##INVOICE-DUE-DATE## are shown with english named month. Is it possible to change this by myself to a format like 01/01/2023

Would you let us know how you’re adding German to CRM? Are you just using this translation? I’d like to test this properly.

Where are you using the placeholders? In CRM emails, or somewhere else?

Best,

Cena

Hi @cena,

I’m not sure what you mean by ‘delivery address’ in this context. Do you mean the main address you can assign to a Contact by default, or something else?

We changed the invoice-pdf.html head in two columns.
On the left there is shown the regular ##INVOICE-CUSTOMER-INFO##.
Now we would like to get on the right the delivery adress, same as can be used singly in the quote templates with ##CONTACT-SECADDR1## , ##CONTACT-SECPOSTCODE## ##CONTACT-SECCITY##.

Is it possible to get integrate this general html invoice placeholder for the whole sec-adress?

Would you let us know how you’re adding German to CRM? Are you just using this translation? I’d like to test this properly.

We are using the general wordpress settings -> German , not the formal version. I assume the crm takes over this setting?

This problem is also given, if you use a ##CONTACT-XY_DATETIME_STR## into the quote templates. It’s then shown like: 9. March 2023 1:00, but should be like 9. M?rz 2023 1:00. Further it doesn’t make sense to show a time, as there is no possibilty to choose a time in the calendar.

Where are you using the placeholders? In CRM emails, or somewhere else?

At the moment we are using the placeholders especially for the quote templates.

Thanks for your help again!

Tobias

Hi @edvanture ,

Thank you for the clarification!

s it possible to get integrate this general html invoice placeholder for the whole sec-adress?

It is not, but I’ve submitted a request for this (the ability to have complete addresses accessible via placeholder, instead of pieces of addresses). You might try creating a custom field for the address in Quotes, then using that custom placeholder. The problem is that you won’t be able to build this programmatically; that is – you’d have to fill in that field on every quote manually.

if you use a ##CONTACT-XY_DATETIME_STR## into the quote templates. It’s then shown like: 9. March 2023 1:00, but should be like 9. M?rz 2023 1:00.

Got it – I’ve filed a report for this. With German site language and d.F Y date format, I see:

Screenshot Link: https://cloudup.com/cFbs5phU3rg

t doesn’t make sense to show a time, as there is no possibilty to choose a time in the calendar.

This is happening because the ‘datetime’ referenced in the placeholder is grabbing it from your server. You raise a good point, though – I’ve reported this as well.

Best,

Cena

Hi @edvanture,

Since we have reported both of your issues, we’ll mark this thread issue resolved.

I recommend following future releases for bug fixes and enhancements, here: https://github.com/Automattic/jetpack-crm

Thanks!